Essential resources for advisers, compliance officers and firms.
Demonstrate ongoing value efficiently and engagingly
The industry average time to produce an annual review report is 4.5 hours (October 2023). With Dynamic Planner, a financial planning review typically takes 35 minutes or under, allowing you to keep your clients on track and informed, demonstrate your ongoing value in line with Consumer Duty, and save significant time.
Clear, engaging reports are pre-populated with key information in an easily digestible format and are fully customisable for your branding, tone and client needs. They include all of the key elements required for an annual financial review and demonstrate the valuable service you provide to your clients.
Our Client Review process covers everything you need
- Demonstrate your firm’s value with high-quality digital reporting
- Communicate with clients in simple terms they understand
- Save time meeting regulatory requirements
- Reports prepopulate with your client’s details and valuations
- Edit default reports and make them your own
“How much time does Dynamic Planner save me? Hours and hours and hours. And you and the client have a beautiful report at the end of it that looks really professional.”
Louise Jones, Ivor Jones & Co
Ivor Jones & Co
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Communication tailored to your client’s annual financial review
The reports you tailor for your clients in Dynamic Planner couldn’t be simpler to produce. You can customise them at a firm level, creating templates usable across the business. Information pulls through automatically, so that you are never left wanting for that missing piece of the puzzle. There is no need to rekey, making life simpler and removing the chance of human error. The final report that you produce is of magazine-level quality, reinforcing your firm’s care and connection with your clients during the financial review process.
In line with the Consumer Duty, key information is prominent and immediate, in an easy to read format. The latest update of your client’s investment journey flows from beginning to end, without you having to switch tools or systems. Language and analysis are engagingly consistent, enabling your client to quickly value and trust your communications with them.
